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Uncover powerful, yet simple-to-use features of Design Studio. Join Don Mayberry, Marketo Support expert, as he reveals the lesser known treasures in Design Studio that will help you hone your craft.In this session, you will learn:Key features of the Email Editor and Landing Page Editor to craft the email and landing page to your needs.How to manipulate content on your landing page. Watch the recorded webinar Useful resources: CampaignMonitor.com specifically; Guide to CSS Support for Email Clients Design GuidelinesTop HTML Email Coding Mistakes from Mailchimp.comTools for FireFoxColorzillaFirebugDownload Attachments: Master-Design-Studio-1-2011.pdf
In your email link performance reports, you may see a "malformed link." This occurs when invalid or empty URLs are present in an email asset. These links are transformed into a branded tracking link and if clicked will appear on this report. In the email editor, check for empty links or tokens that do not populate a full link.
Sometimes you may see a link in your email that isn't decorated when you mouse over it. That same link isn't tracked when you click it.Check that there is a linkThe most common solution is to add a link to the email. Many email clients will automatically add links to when the text looks like a URL. For example, here's a link as it was typed in an email:But Outlook renders that text as a link:To fix this, edit the email and add a link to the URL by highlighting the text and clicking the link icon in the HTML editor:Check the <a> tagIf you edited the HTML, check to make sure it's correct. Check if the:href is enclosed with quotes<a> is opened and closed correctlyCheck for class="mktNoTrack"If you edited the link with class="mktNoTrack", the link will not be decorated by Marketo. You'll have to remove that class from the email template or email body, depending on where it is.Validate your email HTMLAs an additional check, you might want to run the
This comes from Alex Pelletier. Thank you, Alex!Here is a typical scenario:Marketing is sending email campaigns and some emails are bouncing back. Marketing would like to give visibility to sales on which of their leads bounced.Why should sales care about invalid email addresses?Most of the time, email addresses are bouncing because the person left the company. So knowing that suddenly one of your lead has left the company is a good opportunity to reengage with this account. Sales could call to find out who replace the person that left and and create a new lead.On the other hand, for your clients, if suddenly your internal champion leaves the company, you want to make sure you reach out to the account to help them continue to use your product. The last thing you want is to lose an account because someone left the company and you were not aware.Now you can do it easily using Marketo and Salesforce.com!Watch this 4 minutes tutorial video to learn how to setup properly both Marketo
Note: Please ensure that you have access to an experienced CSS and Jquery developer, because Marketo Technical Support is not set up to assist with troubleshooting custom coding. Advanced solution - requires CSS and jQuery knowledgeIssue: Need to set a popup window in Marketo.The rich text editor (hyperlink - popup tab) has this feature but gets overrode by most browsers opening in a new tab.Solution: Use jQuery.Here's a third party site that covers how:http://yensdesign.com/2008/09/how-to-create-a-stunning-and-smooth-popup-using-jquery/This does work in Marketo landing pages -The header content goes in the custom head HTMLSave a copy of the CSS and popup.js to the images and files section of MarketoUpdate the CSS and .js files to your copies in MarketoI used the same input version in the example here, but you could use a link or content instead.Click here for a sample page in Marketo using the above solution:info.dbmayberry.com/popupsolution.html
Issue:You've changed the color of the label for your form to white, but because of the background of the form matches the input color you can no longer see information as the form is filled out.Solution:Change the font color of just the input values. Add the following style to a custom HTML block in the landing editor.Depending on what types of fields you have in your form all or some of the lines will apply.This changes the font on the input fields black , for the case of the labels being set to white(for example)<style>form.lpeRegForm ul select { color: black;}form.lpeRegForm ul textarea { color: black;}form.lpeRegForm ul input[type="text"] { color: black;}</style>
Enable people to fill in forms using their social network profile. Social form fill also captures social profile data about your leads.Not all customers have purchased this functionality. Contact your sales rep for details.1. In Marketing Activities, select the form, and click Edit Form.2. Under Form properties, click the Social Form Fill link to enable it.3. Select the social networks leads can use to prefill the form.4. Buttons for the selected networks appear at the top of your form.Enabling social form fill might affect the layout of the landing page that contains your form. What's Next:See Manage Social Profile Data for the fields that are available from each social network.
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If you have Salesforce for Twitter installed, you can use its fields to trigger campaigns in Marketo. One great use for this is to target campaigns at users of social media applications.Install the app:First, you need to install the Salesforce for Twitter AppExchange package -- it's free! It takes some effort to install, so make sure you follow the instructions carefully [pdf].As part of the installation, the package adds a new field to your account called "Twitter Username." When you create or associate a lead with Twitter via the app, the Twitter Username is updated. Follow the instructions with the Salesforce for Twitter app to learn how to do that.Once you've gone through the steps of setting up your leads' and contacts' Twitter usernames, any new tweets they make will be added to a Twitter Conversation.Syncing the Twitter Conversations:Now you'll need to sync the Twitter Conversations object for your leads and contacts. Back in Marketo, go to the Salesforce
Do you need a report that shows you a programs success over time? We have you covered.Here is how:1. Open Revenue Explorer.2. Click New Report.3. Select the Program Membership Analysis area and click OK.4. Find the Program Channel yellow dot, right click it and click Filter.5. Find your program channel, select it, add it and click OK.6. Double click the Program Channel yellow dot to add it as a column.7. Double click the Program Name yellow dot.8. Find and double click the Success Month yellow dot.9. Finally double click the Success (Total) blue dot.Now that's what I call a fine job! Check out your report:
If your company moves to a new location, follow these steps to change the mailing address in your email templates located in the footer.1. Find the email template that you want to update your company mailing address. We're using the Rounded Corners email template for this example.2. Click Edit Draft.The email template shows in the preview window.3. Click HTML Source.4. Scroll to where your current mailing address is located (usually at the bottom) and update the information.5 Click Preview to view your changes.Validate your changes.6. Click Save and Close.7. Approve your draft.8. Click Emails from the tree on the left side of your screen.9. Any emails that use the updated template will need to be re-approved. 10. You can approve the affected emails in this view (shown in the screen shot above) by highlighting the email(s) and choosing Email Actions > Approve Draft.
For a list of blocklists worth paying close attention to visit our article Top blocklists - What you need to know.
Issue: You would like to change ths position of the form button up or down.(Typical case: You've just changed the button color of the form and now you want to change the position.)Please ensure that you have access to an experienced Web developer. Marketo Technical Support is not set up to assist with troubleshooting code.Solution:Add css style using adding the margin-top property referencing the button. The following code snippet can be a positive or negative number to shift the button up or down. Typically if you used the button color solution add the margin-top property as in the screen shot or add the code below in an additional custom html block.Code snippet:< style>div.buttonSubmit input, div.buttonSubmit span {margin-top: 50px;}< /style>Related Links:Change Submit Button Style and ColorHow to move a form button left or right using CSS
Issue: You would like to change the position of the form button.(Typical case: You've just changed the button color of the form and now you want to change the position.)Please ensure that you have access to an experienced Web developer. Marketo Technical Support is not set up to assist with troubleshooting code.Solution:Add css style using adding the margin-left property referencing the button. The following code snippet can be a positive or negative number to shift the button left or right. Typically if you used the button solution, add the margin-left property as in the screen shot - or add the code below in a custom html block.Code snippet:<style>div.buttonSubmit input, div.buttonSubmit span {margin-left: 50px;}</style>Related ArticlesHow to move the form button up or down using CSSForms 1.0 - Change the Style of the Submit Button
1. Select your landing page and click on Edit Draft.The landing page designer opens in a new window. 2. Drag over the Form element.3. Find and select a Form.4. Find and select a Follow-up Page. Click Insert.If you cannot find your Follow-up Page, make sure that it is approved.Awesome! Now that you have a form on your landing page, you can begin capturing lead data.
Use sample if you want to place a label above a group of form fields. Here's an example of the result:Note: Please ensure that you have access to an experienced JavaScript developer. Marketo Technical Support is not set up to assist with troubleshooting JavaScript. In that example, if you wanted to add the label above the "First Name" and "Company Name" fields, you need to first get the IDs of those fields.After you have the ID(s), change the highlighted code below to those IDs. You can then change the style or text in the label by editing the HTML in the "before()" function.<script type="text/javascript" src="/js/public/jquery-latest.min.js"></script><script type="text/javascript"> $jQ = jQuery.noConflict(); $jQ(document).ready(function(){ $jQ("#FirstName").parent().parent().before("<div style='padding-bottom:20px;font-weight:bold;'>Personal Info</div>"); $jQ("#Company").parent().parent().before("<div s
Here are the steps to bold all of the field labels on your landing page, even the non-required fields:1) Edit your landing page2) Add a custom HTML box to your landing page3) Paste the following into the custom HTML box<style>form.lpeRegForm label{font-weight:bold;}</style>4) Save the custom HTML box5) Approve the landing page
Problem/Issue:During a list import you noticed a couple of fields, some of which are custom fields, show up in red.Reason/Cause:This is because the column header you specified in the list is either not recognized or does not exist.Fix/Solution:To correct this, be sure you have the proper syntax for the column header. Please do the following steps in order to get access to a list of all the fields and custom fields in your Marketo instance:In Lead Database, create a test static list - or, you can use an existing static list if you prefer.Be sure the static list contains at least one record in order to do an export.Click the export button towards the bottom (i.e. Excel icon) and choose the second radio button labeled “All Columns” with CSV as the format. Click Export.Now you have access to all the fields available in your Marketo instance with the proper syntax. You can use it moving forward as a guide.
Issue:I just tried to edit an email and I receive the following message.Solution:We got your back. These errors will cause your message to look strange in certain email systems. Click on the Show Details link to see the errors and then on Automatic Fix to make them all good again. Be sure to Send a Test Email and check the format once the fix has completed.
Issue:You want to find out how many daily Salesforce API calls your company has with Salesforce.Solution:From Salesforce Help ArticleAny user can see the number of API requests sent in the last 24 hours. To view the information, click Your Name | Setup | Company Profile | Company Information. Look for the “API Requests, Last 24 Hours” field in the right column.
New Features:Audit Trail - An enterprise-class feature that gives organizations full visibility into user activity. Chronological activity log viewable at each level of the hierarchy (from the home tab hierarchy to the detailed line item level).Search, filter, sort, and export detailed audit data.90-day historical view (with the ability to request data past this period).Access via the >> arrows at any level of the Home or Budget tab hierarchy.Available to Owners and Admins only. Advanced Searchable Drop-downs - Making our product easier to use for end users. No more scrolling through large lists! Just type to filter the list to your desired value and hit enter.Enhancements: Improved Import Budget Feedback for Multi-Select Fields - error messages now include the: Exact row and column where the data needs to be adjusted.Exact issue with the data. ***For budget imports with multi-select fields only. HTML User interface Update - The Details, Roll-up and Budget Panels as well
Note: Please ensure that you have access to an experienced JavaScript developer, because Marketo Technical Support is not set up to assist with troubleshooting custom JavaScript. Currently the form editor only allows you to change the color of the input text, not the text labels. You can, however, drag a “custom html” block into the landing page hosting the form and use the following code as a solution:<style type='text/css'>form.lpeRegForm ul { color:#FFFFFF !important; }</style>Replace the bolded section with the color code of your choice.
Issue:You are using the "Anonymous Web Activity" tab under the Marketo tab in Sales Insight and the tab is either takes too long to load or want to reduce the number of leads being displayed. Solution:The first and easiest way to reduce the number of leads displayed by the "Anonymous Web Activity" tab in Sales Insight is to choose a targeted Terrority that this tab displays. To do this, press the "Edit" button and then choose a targeted Territory from the "Choose Territory" section:If this solution does not suffice, the only other option is to delete anonymous leads in your Lead Database in the Marketo Lead Management application. Deleting leads in Marketo is a permanent action i.e. you will not be able to retrieve these deleted leads so you should exercise caution when following this suggestion.
Issue:You are unable to put the cursor into a form field to enter data in a form.Solution:Edit the landing page to ensure that there are no element boxes overlapping the form fields.Nice! You just figured out what the issue was and leads can now access all form fields to input their data.
Revenue Cycle Analytics represents the highest pinnacle of using Marketo. You can analyze your programs in depth. However, it is designed for people with some familiarity with business intelligence analytics tools.EASY Create an Opportunity Influence Analyzer Tell the Marketing Story with an Opportunity Influence Analyzer Configure an Opportunity Influence Analyzer Make a Program Without a Period Cost Available in Revenue Explorer and Analyzers Export Opportunity Influence Analyzer Data POWERFUL Subscribe to a Revenue Explorer Report Create a Program Analyzer Compare Channel Effectiveness with the Program Analyzer Compare Program Effectiveness with the Program Analyzer Explore Program & Channel Details with the Program Analyzer Build a Program Membership Analysis Report that Lists Leads Build an Email Analysis Report that Lists Leads Build an Email Analysis Report that Shows Program Information COMPLETE Create a Success Path Analyzer Explore Model Metrics in the Succes
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